See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,907 | $105,860+71.8% | $90,749+100.5% | $134,475+35.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -8.93% | -11.01%+2.1pp | -12.16%+3.2pp | 417.96%-426.9pp |
| Employer contribution / active EE | $2,173 | $3,462-37.2% | $2,921-25.6% | $4,740-54.2% |
| Participant deferral / active EE | $4,035 | $5,216-22.6% | $4,564-11.6% | $6,400-36.9% |
| Admin fee / account holder | $29,101 | $13,938+108.8% | $8,445+244.6% | $11,426+154.7% |